Global Banking & Markets, RIA Custody, Managed Accounts & Alternative Assets Platform, Vice President - New York

Goldman Sachs Custody Solutions is seeking an experienced Vice President (VP) to lead the strategic vision, commercialization, and product execution of our Managed Accounts (SMA/UMA) platform and Turnkey Asset Management Program (TAMP) solutions.

This leader holds end-to-end commercial and operational ownership of our managed accounts ecosystem. Key mandates include expanding custody relationships with third-party asset managers and model providers, driving enterprise integrations with leading TAMPs, and delivering a modern product roadmap across managed accounts and trading infrastructure. The ideal candidate combines deep technical expertise in managed accounts mechanics with proven commercial acumen to accelerate platform asset growth.

Key Responsibilities

1. Strategic Leadership & Commercialization

• Platform Vision: Define and execute the multi-year product strategy for Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and model delivery rails to drive net flows and platform adoption, and product monetization.
• Client Advisory & Representation: Act as the lead executive product specialist for managed accounts in high-value sales pitches, complex platform deep-dives, and key RIA client engagements.
• Business Case Governance: Formulate comprehensive business cases analyzing market demand and competitive positioning to guide strategic platform investments.

2. Asset Manager & TAMP Partnerships

• Relationship Ownership: Serve as the senior relationship lead for top-tier third-party asset managers, model strategists, and enterprise TAMP partners.
• Commercial Negotiations: Partner with Legal and Compliance to negotiate platform contracts, model licensing agreements, and commercial terms.
• Platforming Monitoring and Governance: Lead operational oversight with managers and platform sponsors to monitor net flows, model delivery timeliness, and trade settlement efficiency.

3. Product Architecture & Execution

• Roadmap Management: Own and prioritize the managed accounts strategic plan, advancing capabilities across product offering, including advisor tooling and wealth-tech access.
• Ecosystem Integrations: Work with Integrations team to manage connectivity to external TAMPs, rebalancing engines, and advisor portfolio accounting software.
• Agile Delivery: Partner with Engineering to translate complex investment and trading requirements into clear technical specifications for iterative release.

4. Operational Scalability & Risk Governance

• Account Management: Align trading, custody operations, billing, and corporate actions desks to ensure institutional-grade execution and account servicing.
• Manager Onboarding: Oversee operational due diligence, data connectivity, and model setup for onboarding new asset managers and investment strategies onto the platform.
• Escalations & Control: Serve as conduit to escalate operational discrepancies, driving root-cause analyses and systemic remediations.

Required Qualifications

• Product Expertise: 8–10+ years of experience across RIA custody, asset management, or wealth technology, with direct specialization in SMAs, UMAs, model delivery, or TAMP coverage and operations.
• Commercial Track Record: Demonstrated success leading strategic partnerships with asset managers and TAMP sponsors.
• Platform Knowledge: Strong technical understanding of sleeve accounting, order management systems (OMS), trade allocation rails, FIX routing, and automated portfolio rebalancing.
• Executive Presence: Proven ability to communicate with and influence internal leadership, external investment managers, and RIA principals.
• Cross-Functional Execution: Track record of driving delivery across Engineering, Trading, Custody Operations, and Legal/Compliance teams in a matrixed environment.
• Education & Credentials: Bachelor’s degree in Finance, Economics, Business, or a related field required; CFA, CIMA, or equivalent credential preferred.